> For the complete documentation index, see [llms.txt](https://docs.ib.b2core.b2broker.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ib.b2core.b2broker.com/for-brokers/how-to-articles/how-to-import-ib-related-data.md).

# How to import IB-related data

To import data:

{% stepper %}
{% step %}

## Prepare a CSV file to import

The file must contain the following fields:

| Header                                                    | Description                                                                                                                                                                                            | Example               |
| --------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------- |
| IB Email <mark style="color:red;">\`required\`</mark>     | The email address of an existing client that will be added as an IB partner.                                                                                                                           | <client1@example.com> |
| Client Email <mark style="color:red;">\`required\`</mark> | The email address of an existing client that will be added as a client referred by the partner.                                                                                                        | <client2@example.com> |
| IB Type ID <mark style="color:red;">\`required\`</mark>   | The identifier of an IB program. To find IB type IDs, go to **Introducing brokers** > **Programs** > **Types** and export the existing types. The required IDs will be available in the exported file. | `10`                  |

Download the `template_import_ibs.csv` file that you can use to verify that your CSV file includes the correct headers and data formats. You can use a semicolon or tab as a delimiter instead of a comma in your file.

{% file src="/files/ywSoWJPXRqDFzHyfjDBM" %}
{% endstep %}

{% step %}

## Create an import operation

1. Go to **System** > **Import data**.
2. Click **+Create** in the upper-right page corner.
   {% endstep %}

{% step %}

## Fill out the form

1. In the **Title** field, enter a name that you want to assign to your data import operation.
2. In the **Description** field, optionally enter a short description for your import operation.
3. From the **Action** dropdown, select `import-ibs` — to import IB-related data for existing clients.
4. In the **Delimiter** dropdown, select a delimiter character you used to separate data in your prepared CSV file (such as `comma`, `semicolon`, or `tab`).
   {% endstep %}

{% step %}

## Upload the CSV file

Click **Browse** and select your prepared CSV file for data import.
{% endstep %}

{% step %}

## Run the data import

Click **Save** to start the import operation.
{% endstep %}
{% endstepper %}

Mind that all fields in the CSV file are required. If any of the fields are missing, the import operation will fail.

During the data import:

* If an email address specified as **IB Email** exists in B2CORE, this client will be added as an IB partner and the IB-related data will be imported for that client.
* If an email address specified as **IB Email** doesn’t exist in B2CORE, the IB-related data won't be imported.

After the import operation is finished, you can check its status and click the **Edit** button located in the import operation row to view the **Log messages** and **Error messages** fields listing the details about the records that were successfully imported as well as errors that occurred during import.


---

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